CCWA
AGZD icon

CLA (CliftonLarsonAllen) Wealth Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio AGZD Stock Details AGZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,188
Closed -$407K – 203
2025
Q1 		$407K Hold
18,188
– – 0.01% 176
2024
Q4 		$409K Hold
18,188
– – 0.01% 171
2024
Q3 		$408K Hold
18,188
– – 0.01% 171
2024
Q2 		$406K Hold
18,188
– – 0.01% 171
2024
Q1 		$402K Hold
18,188
– – 0.01% 168
2023
Q4 		$399K Hold
18,188
– – 0.01% 171
2023
Q3 		$403K Sell
18,188
-10,188
-36% -$226K 0.01% 164
2023
Q2 		$628K Sell
28,376
-11,226
-28% -$245K 0.02% 147
2023
Q1 		$862K Sell
39,602
-711,746
-95% -$15.6M 0.03% 141
2022
Q4 		$16.3M Buy
751,348
+631,486
+527% +$14.3M 0.61% 38
2022
Q3 		$2.73M Sell
119,862
-31,048
-21% -$712K 0.34% 31
2022
Q2 		$3.44M Buy
150,910
+48,430
+47% +$1.12M 0.14% 67
2022
Q1 		$2.38M Sell
102,480
-86,844
-46% -$2.02M 0.09% 96
2021
Q4 		$4.42M Buy
+189,324
New +$4.43M 0.16% 66
2019
Q1 		– Sell
-322,724
Closed -$7.63M – 111
2018
Q4 		$7.63M Buy
322,724
+289,416
+869% +$6.9M 0.76% 31
2018
Q3 		$799K Buy
+33,308
New +$799K 0.07% 95
2017
Q1 		– Sell
-33,554
Closed -$810K – 132
2016
Q4 		$810K Buy
+33,554
New +$805K 0.09% 99

Other funds holding AGZD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $353M AUM 34.19% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's AGZD Position: Q2 2025 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2025, closing a stake of 18,188 shares — an estimated $407K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in AGZD in Q4 2016 and held it in 17 quarters. The position peaked at $16.3M in Q4 2022. 49 funds tracked by Wall St. Rank hold AGZD as of Q2 2025.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 18,188 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2025, an estimated $407K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2016 and held it in 17 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $16.3M in Q4 2022.
  • 49 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2025.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.